Bronwyn L Martin MBA CHFC CLU CRPC CLTC CFS CMFC AEP

06/08/2026

Summer schedules tend to fill up quickly with travel, graduations, family gatherings, and vacations.

It can also be a helpful time to revisit a few financial basics:
Review spending habits
Update beneficiary information
Revisit retirement contributions
Check in on college savings goals
Organize important documents

Small check-ins throughout the year can help keep long-term goals top of mind.
https://bit.ly/4dWGKzO

06/08/2026

June is National Alzheimer’s & Brain Awareness Month, and I’m reflecting on the opportunity I had at the end of April to join fellow advocates in Harrisburg to raise awareness and support meaningful change for those affected by Alzheimer’s disease.

Together, we met with Pennsylvania lawmakers to advocate for specialized Alzheimer's training for first responders—an effort designed to help emergency personnel better recognize and assist individuals living with Alzheimer's and other forms of dementia. With nearly 300,000 Pennsylvanians affected by Alzheimer's, increased education and awareness can have a meaningful impact on individuals, families, and caregivers across our communities.

I’m grateful to have stood alongside so many dedicated advocates working to advance awareness, support, and resources for those impacted by this disease.

06/04/2026

June is Pride Month — a time to celebrate authenticity, inclusion, and the many individuals who strengthen our communities every day.

Financial conversations are personal, and everyone deserves to feel heard, respected, and supported when planning for their future.

Happy Pride Month from our team.

05/25/2026

Today's workout was a beautiful ride. Done it before but that was pre-spring.

05/25/2026

This Memorial Day, we take time to remember and honor those who gave their lives in service to our country.

We are grateful for their sacrifice and the freedoms it represents.

05/23/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

05/20/2026

Many conversations begin with an introduction.

We’re always appreciative of the trust that comes from being referred by clients and professional connections.

Relationships continue to be at the center of everything we do.
https://bit.ly/4dBoeeP

05/19/2026

Guess where I am for my morning jog today

05/18/2026

Financial planning is not a one-time event.

Regularly reviewing your strategy can help ensure it continues to reflect your current goals and priorities.

Even small updates over time can make a difference.
https://bit.ly/4wBxZCh

05/16/2026

I’ll be in Washington, D.C. on May 18 and 19, up on the Hill speaking with lawmakers and advocating for financial security. I’ll make sure our voices are heard!